Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 13th, 2017
Half Say They Would Save Less If Retirement Tax Incentives Were Reduced
Forty-six percent say they would “save less” or “stop saving” in their 401(k) if the tax deferred status of their plan was taken away, according to the Wells Fargo/Gallup Investor and Retirement Optimism Index. Read more >
Average Age of Advisers Ticks Down
The financial advisory industry is getting younger as more firms hire recent college graduates to fill client-facing and revenue-generating roles, according to TD Ameritrade Institutional’s latest Financial Adviser Insights research report. Read more >
Home Offices Must Get More Active In Staff Succession Plans
Troubling, many of the companies that say they have formal succession planning programs in place in truth dedicate very few hard-dollar resources, if any, to help. Read more >
More People Turning to Financial Professionals for Investment Advice
All types of financial professionals as a group grew as a source of information and advice overall, increasing seven percentage points from in 2013. Although use of paid investment professionals declined by one percentage point at the national level since 2013, other types of financial professionals, mostly unpaid, grew by more than nine percentage points. Read more >
MOST READ ARTICLES
1
Education About Tax Treatment and Fees Could Boost 401(k) Participation
2
IRS to Focus on Retirement Plan Distributions and 403(b) Plan Rules in 2019
3
How Rising Interest Rates Affect Stable Value Funds
4
Inertia Remains a Plan Sponsor Problem, Too
5
Kaleida Health Faces 403(b), 401(k) Plan Fee Lawsuit
Sponsored message from HSA Bank
Health Savings Accounts: Bridging the Retirement Savings Gap
Learn why HSAs are gaining recognition as one tool to help employees plan for retirement savings. Read more >
MetLife Study Finds Money Market Funds Losing Favor in DC Plans
The study also reveals a disconnect between the capital preservation recommendations advisers say they are providing and the actions plan sponsors are taking.  Read more >
Beyond U Launches New Adviser Training Platform
The digital training platform aims to support professionals entering the advisory field through peer meetings, mentoring and more. Read more >
T. Rowe Price Adds DoubleNet Pay to Financial Wellness Program
The firm says the tool allows individuals to take control of their competing financial priorities by automating their spending and saving for short- and long-term goals. Read more >
Employees Support Plan Design Features That Nudge Retirement Savings
Regret continues to be the prevailing sentiment that employees express about their retirement savings habits, according to a national survey conducted by American Century Investments. Read more >
Market Mirror
Tuesday, the Dow gained 118.77 points (0.49%) to finish at 24,504.80, the NASDAQ decreased 12.76 points (0.19%) to 6,862.32, and the S&P 500 was up 4.12 points (0.15%) at 2,664.11. The Russell 2000 was down 3.72 points (0.24%) at 1,516.12, and the Wilshire 5000 increased 25.55 points (0.09%) to 27,619.84. The price of the 10-year Treasury note was down 3/32, increasing its yield to 2.404%. The price of the 30-year Treasury bond was up 3/32, decreasing its yield to 2.774%.

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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